Memorychip maker Macronix International Co (旺宏電子) yesterday said that revenue last month surged 24.9 percent from July, supporting the company’s upbeat forecast for the current quarter due to seasonal factors.
Revenue jumped to NT$3.79 billion (US$121.3 million) from NT$3.04 billion in July, its highest since October last year, according to a company statement.
On an annual basis, revenue expanded about 17 percent from NT$3.04 billion.
Macronix has said that it expects revenue in the third quarter — its high season — to grow sequentially, benefiting from the annual electronics holiday shopping spree.
The chipmaker counts video game console maker Nintendo Co as one of its major customers.
Nintendo’s Switch continued to be the best-selling game console last month, beating Microsoft’s Xbox and Sony’s PlayStation, according to the NPD Group’s tallies.
Macronix in July said that customers’ demand has surpassed its expectations in the prior month.
NOR flash memory chips constituted 63 percent of its revenue last quarter, while ROM chips made up 29 percent.
Aggregate revenue in the first eight months of this year slid 16.05 percent to NT$20.33 billion from NT$24.22 billion a year earlier.
Memorychip maker Winbond Electronics Corp (華邦電子) said that revenue last month rose 3.13 percent to NT$4.46 billion from NT$4.33 billion in July, according to a company statement.
Last month’s revenue was the highest in 12 months.
Winbond said “the worst” period was over and its capacity utilization rebounded to about 100 percent in July, thanks to improving demand.
Revenue in the first eight months shrank 9.47 percent to NT$31.67 billion from NT$35 billion in the same period last year.
Passive component manufacturer Yageo Corp (國巨) yesterday said that revenue inched up 1 percent to NT$3.42 billion last month from a month earlier.
Last month’s figure was the strongest since March this year.
The company attributed the growth to continued recovery in Greater China and other Asian markets, but the ongoing US-China trade friction remains a risk.
On an annual basis, revenue last month was down 67.8 percent from NT$10.6 billion.
Yageo said in a statement that it remained “conservative about its sales and operating performance.”
Local peer Walsin Technology Corp (華新科) also saw a 1.1 percent rise in revenue to NT$2.44 billion from July’s NT$2.41 billion, thanks to a healthy supply chain inventory and improving seasonal demand.
SEMICONDUCTORS: The German laser and plasma generator company will expand its local services as its specialized offerings support Taiwan’s semiconductor industries Trumpf SE + Co KG, a global leader in supplying laser technology and plasma generators used in chip production, is expanding its investments in Taiwan in an effort to deeply integrate into the global semiconductor supply chain in the pursuit of growth. The company, headquartered in Ditzingen, Germany, has invested significantly in a newly inaugurated regional technical center for plasma generators in Taoyuan, its latest expansion in Taiwan after being engaged in various industries for more than 25 years. The center, the first of its kind Trumpf built outside Germany, aims to serve customers from Taiwan, Japan, Southeast Asia and South Korea,
Gasoline and diesel prices at domestic fuel stations are to fall NT$0.2 per liter this week, down for a second consecutive week, CPC Corp, Taiwan (台灣中油) and Formosa Petrochemical Corp (台塑石化) announced yesterday. Effective today, gasoline prices at CPC and Formosa stations are to drop to NT$26.4, NT$27.9 and NT$29.9 per liter for 92, 95 and 98-octane unleaded gasoline respectively, the companies said in separate statements. The price of premium diesel is to fall to NT$24.8 per liter at CPC stations and NT$24.6 at Formosa pumps, they said. The price adjustments came even as international crude oil prices rose last week, as traders
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), which supplies advanced chips to Nvidia Corp and Apple Inc, yesterday reported NT$1.046 trillion (US$33.1 billion) in revenue for last quarter, driven by constantly strong demand for artificial intelligence (AI) chips, falling in the upper end of its forecast. Based on TSMC’s financial guidance, revenue would expand about 22 percent sequentially to the range from US$32.2 billion to US$33.4 billion during the final quarter of 2024, it told investors in October last year. Last year in total, revenue jumped 31.61 percent to NT$3.81 trillion, compared with NT$2.89 trillion generated in the year before, according to
SIZE MATTERS: TSMC started phasing out 8-inch wafer production last year, while Samsung is more aggressively retiring 8-inch capacity, TrendForce said Chipmakers are expected to raise prices of 8-inch wafers by up to 20 percent this year on concern over supply constraints as major contract chipmakers Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and Samsung Electronics Co gradually retire less advanced wafer capacity, TrendForce Corp (集邦科技) said yesterday. It is the first significant across-the-board price hike since a global semiconductor correction in 2023, the Taipei-based market researcher said in a report. Global 8-inch wafer capacity slid 0.3 percent year-on-year last year, although 8-inch wafer prices still hovered at relatively stable levels throughout the year, TrendForce said. The downward trend is expected to continue this year,